WhatSnapHelp

Billing, profile and settings

Manage your agency plan, payment methods, and company information.

Overview

The billing and profile section allows you to control your subscription, monitor usage costs, and update administrative information. Access these settings from your user menu in the WhatSnap Manager.

Before you start
  • Agency Admin permissions
  • Active WhatSnap subscription

Plan and Billing management

Manage your subscription tier and financial overview.

Access the billing menu

Click your user profile avatar in the top-right corner and select Billing from the dropdown menu.

User menu billing selection

Review usage and costs

The Billing page provides a summary of your current plan, sub-account usage, and a breakdown of your next invoice.

Billing overview page

Update payment methods

Add or update your credit card information in the Payment Methods section. You can set a default card for automatic renewals.

Payment methods management

Manage invoice history

Download PDF copies of past invoices and monitor the status of your payments in the Invoice History section.

Invoice history overview

Change or upgrade your plan

In the Change Your Plan section, you can upgrade to a higher tier or downgrade your subscription as your agency grows. Costs are adjusted automatically for the next billing cycle.

Change plan section

Cancel your subscription

If you wish to terminate your service, you can do so from the bottom of the Billing page. While we'll be sad to see you go, you can cancel at any time without hidden fees.

Cancel subscription section

Profile and Company settings

Keep your agency information up to date.

Access profile settings

From the user menu, click on Profile Settings to update your account details.

Profile settings access

Update company info

Modify your company name and account security settings. This name is used for administrative correspondence.

Company settings update

Edit invoice details

Update the billing address and tax information that will appear on your generated invoices.

Edit billing information

Regularly review your Billing Breakdown to ensure you are only paying for the sub-account slots and add-on lines your agency is actively using.

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Last updated on February 6, 2026

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